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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,281 | $73,518-13.9% | $63,003+0.4% | $147,585-57.1% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.8%-48.5pp | 82.8%-56.5pp |
| Annual return | 18.91% | 175.46%-156.6pp | 87.59%-68.7pp | 578.57%-559.7pp |
| Employer contribution / active EE | $2,906 | $3,322-12.5% | $2,760+5.3% | $4,876-40.4% |
| Participant deferral / active EE | $5,148 | $4,183+23.1% | $3,329+54.6% | $5,439-5.4% |
| Admin fee / account holder | $160 | $5,952-97.3% | $3,600-95.6% | $10,885-98.5% |